Insurance and Benefits Advisors

September 19, 2019

by an investor from Harvard University - Harvard Business School in Houston Heights, Houston, TX 77008, USA

Our group recently completed an acquisition of a home health, home care and hospice business. August Felker at Oberle Risk Strategies supported us on the insurance and benefits side. Being a healthcare business, there were many considerations and intricacies that we were unaware of going into the deal. August did a great job of helping us understand our coverage gaps, potential compliance issues, and opportunities to reduce our risk. Best of all, he was well informed on the complexities of the industry. When it got time to get quotes on new policies their team went out to many different carriers which allowed us to secure the right coverage and at a reasonable price. August and his team were very responsive and consistently met deadlines. I would recommend August and Oberle to anyone looking for a good insurance and benefits adviser.

Reply by an admin
from Stanford University in Honolulu, HI, USA

Thanks for sharing this feedback. You may also post a review for ^redacted‌ (or any other non-searcher) on Searchfunder. Here is the tip sheet: https://www.searchfunder.com/post/tip-of-the-week-reviewing-service-providers-and-other-non-searchers

Reply by a searcher
from University of Virginia in Ballard, Seattle, WA, USA

I second this. August helped me with the closing of my deal last week. His knowledge and the knowledge of those he brought in to help was extremely valuable. Would highly recommend him and Oberle to anyone looking for someone to review any insurance questions.

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